ZP
KW

Zimmer Partners’s Kennedy-Wilson Holdings KW Stock Holding History

Zimmer Partners’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-125,000
Closed -$2.48M – 167
2021
Q2 		$2.48M Buy
+125,000
New +$2.53M 0.03% 133
2021
Q1 		– Sell
-612,500
Closed -$11M – 181
2020
Q4 		$11M Buy
612,500
+369,500
+152% +$5.78M 0.16% 71
2020
Q3 		$3.53M Buy
+243,000
New +$3.61M 0.05% 85

Other funds holding KW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners's KW Position: Q3 2021 in Review

Zimmer Partners sold out of Kennedy-Wilson Holdings (KW) in Q3 2021, closing a stake of 125,000 shares — an estimated $2.48M sold.

Zimmer Partners first reported a position in KW in Q3 2020 and held it in 3 quarters. The position peaked at $11M in Q4 2020. 178 funds tracked by Wall St. Rank hold KW as of Q3 2021.

  • Zimmer Partners reported no remaining Kennedy-Wilson Holdings position as of Q3 2021 after selling out during the quarter.
  • Zimmer Partners sold 125,000 Kennedy-Wilson Holdings shares in Q3 2021, an estimated $2.48M.
  • Zimmer Partners first reported a position in Kennedy-Wilson Holdings in Q3 2020 and held it in 3 quarters.
  • Zimmer Partners's Kennedy-Wilson Holdings position peaked at $11M in Q4 2020.
  • 178 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2021.

Based on Zimmer Partners's 13F filing for Q3 2021, filed 15 Nov 2021.